Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Michael Sturm Michael Sturm Greater Los Angeles Area Details
Michael Sturm's Merrill Lynch Experience September 2013 - Present
Job Vice President, Retirement Specialist at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   September 2013 - Present
Merrill Lynch   April 2012 - September 2013
Merrill Lynch   September 2009 - April 2012
Merrill Lynch   September 2007 - September 2009

Skills
Series 7, Wealth Management, Retirement Planning, Financial Analysis, CRPC, Income Protection, Estate Planning, IRAs, Roth IRA, 401k Rollovers, Defined Benefit, Annuity Sales, Variable Annuities, Fixed Annuities, Indexed Annuities, 529 Plans, Social Security, Medicare, Health Savings Accounts, Tax-advantaged..., Retirement, 401k, Financial Services, Financial Advisory

Education
University of North Florida - College of Business Administration   2011 — 2013

University of Central Florida   2001 — 2005
Bachelor of Science (BS), Psychology

Dennis Jacobi Dennis Jacobi Louisville, Kentucky Area Details
Dennis Jacobi's Merrill Lynch Experience February 2006 - December 2007
Job All Source Inelligence Analyst at Serco, Inc / United States Army Human Resources Command
Industry Pharmaceuticals
Experience
Serco, Inc / United States Army Human Resources Command   September 2014 - Present
Concordus Healthcare   December 2013 - September 2014
PharMerica  January 2008 - December 2013
Merrill Lynch   February 2006 - December 2007
Quantum International Corp   November 1994 - February 2006

Skills
Product Development, Project..., Business Process..., Task assignment and..., Risk assessment &..., Team development and..., Financial analysis/ROI, System requirement..., Client requirements..., Technical research, Academic/technical..., Software testing and..., Technical and business..., Promotional and..., Analysis, Business Process, Process Improvement, Software Development, Leadership, Healthcare, Management, Cross-functional Team..., Team Leadership, Risk Management, Pharmaceutical Industry, Vendor Management, Microsoft Excel, Budgets, Competitive Analysis, Product Launch, Business Analysis, CRM, Account Management, Managed Care, Sales Operations, Sales Management, Sales, Strategic Planning, Team Building, Strategy, Negotiation, Marketing, Medical Devices, Pharmacy Benefit...

Education
University of Cincinnati   1989 — 1991
MBA, Concentration: Operations Management

Indiana University   1985 — 1988
B.S., Business Management

Christopher Corneroli, CPA, CFP® Christopher Corneroli, CPA, CFP® Tampa/St. Petersburg, Florida Area Details
Christopher Corneroli, CPA, CFP®'s Merrill Lynch Experience May 2014 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2014 - Present
CBIZ Kirkland, Russ, Murphy & Tapp   July 2011 - October 2013
Pershing Yoakley & Associates  May 2002 - July 2011
Arthur Andersen  June 2000 - June 2002
Arthur Andersen  June 1999 - June 2000

Skills
Corporate Tax

Education
University of Central Florida - College of Business Administration   1993 — 1999
BSBA, Accounting and Finance, Overall GPA: 3.68

Nicholas Hagen Nicholas Hagen Ft Mitchell, Kentucky Details
Nicholas Hagen's Merrill Lynch Experience December 2012 - January 2013
Job Student at University of Cincinnati
Industry
Experience
Merrill Lynch   December 2012 - January 2013
Coldwell Banker  2013 - 2013
Legacy Wealth Management  2013 - 2013
Raymond James Financial Inc.  August 2012 - December 2012

Skills
Finance, Investments, Microsoft Office, Public Speaking, Microsoft Excel

Education
University of Cincinnati   2013 — 2017
Bachelor's Degree, Finance and Business Analytics, Sophomore

Jason Fabini Jason Fabini Fort Wayne, Indiana Area Details
Jason Fabini's Merrill Lynch Experience August 2011 - Present
Job Client Associate at Merrill Lynch
Industry Sports
Experience
Merrill Lynch   August 2011 - Present
National Football League  1998 - 2009
Washington Redskins  2006 - 2008
Dallas Cowboys  2005 - 2006
New York Jets  1997 - 2005

Skills
Marketing, Sports Marketing, Coaching, Investments, Team Building, Series 7, Retirement Planning, Wealth Management, Asset Management, Finance, Football, NFL, Sports, Customer Service, Entrepreneurship, Event Planning, Management, Marketing Strategy, New Business Development, Public Speaking, Series 63, Social Media, Sports Management, Strategic Planning

Education
University of Cincinnati   1993 — 1997
BBA, Marketing/Managment

JAMILA BOOKER JAMILA BOOKER Orlando, Florida Area Details
JAMILA BOOKER's Merrill Lynch Experience April 2004 - April 2008
Job Client Services Manager
Industry Financial Services
Experience
Digital Assurance Certification   2015 - 2015
Wells Fargo Advisors  July 2008 - May 2010
Merrill Lynch   April 2004 - April 2008
Morgan Stanley  July 2000 - September 2003

Skills
Uniform Combined State..., Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Alternative Investments, Securities, Mutual Funds, Investment Strategies, Bloomberg, Retirement Plan..., Fixed Annuities, Equities, Financial Advisory, Strategic Financial...

Education
University of Central Florida   2015 — 2016
Health Professions and Related Clinical Sciences, Other

University of Central Florida   2011 — 2013
Bachelor's Degree, Finance, General

Valencia Community College   1999 — 2003
Associate's Degree, General Studies

Tim Flagg Tim Flagg Jacksonville, Florida Details
Tim Flagg's Merrill Lynch Experience June 2014 - Present
Job Investment Consultant Senior Advisor
Industry Investment Banking
Experience
Merrill Lynch   June 2014 - Present
Deutsche Bank  February 2011 - June 2014
Fidelity Investments  August 2007 - February 2011

Skills
Series 7, CRM, FINRA, Equities, Fixed Income, Securities, Investment Banking, Capital Markets, Derivatives, Bloomberg, Investments, Hedge Funds, Portfolio Management, Mutual Funds, Asset Management

Education
University of Central Florida   2002 — 2007
Bachelor of Science (B.S.), Business/Commerce, General

Jake McDonald Jake McDonald Cincinnati, Ohio Details
Jake McDonald's Merrill Lynch Experience February 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2015 - Present
Innova Financial Group   May 2014 - January 2015
VEGA Americas, Inc.   May 2013 - August 2013
Enerfab  January 2013 - May 2013

Skills
Strategic Financial..., Financial Services, Finance, Marketing, Spanish, Money Management, Asset Allocation, Branding & Identity, Brand Development, Consulting, Sales, Financial Analysis

Education
University of Cincinnati College of Business   2009 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Entrepreneurship

Elizabeth Strait Elizabeth Strait Jacksonville, Florida Area Details
Elizabeth Strait's Merrill Lynch Experience February 2015 - Present
Job Global Wealth Investment Management Senior Operations Rep at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2015 - Present
Course Hero, Inc.   August 2014 - December 2014
The Herald newspaper-- Australia’s largest regional newspaper   February 2014 - June 2014
Newcastle University Students’ Association Inc.   February 2014 - June 2014
Kenwood Country Club  August 2011 - January 2014
Green Streets, LLC   August 2013 - December 2013

Skills
Microsoft Excel, Report Writing, Web Design, Editing, Microsoft Publisher, Adobe Creative Suite, Microsoft Office, Adobe Design Programs, PowerPoint, Access, Sales, Teamwork, Team Leadership, Organizational..., Public Speaking, Customer Service, Outstanding...

Education
University of Cincinnati   2010 — 2014
Bachelor of Arts in Journalism and Minor in Business Administration

University of Newcastle   2014 — 2014

Tim (Timothy) Shrout Tim (Timothy) Shrout Kansas City, Missouri Area Details
Tim (Timothy) Shrout's Merrill Lynch Experience 2006 - 2008
Job Employee Benefits Consultant | Health Insurance Professional | Affordable Care Act Specialist
Industry Financial Services
Experience
Bukaty Companies  June 2013 - Present
Saybrus Partners  February 2012 - June 2013
New York Life Insurance Company  June 2011 - February 2012
New York Life Insurance Company  December 2009 - June 2011
Shrout Financial,LLC   March 2009 - June 2011
M&I Wealth Management  2008 - 2009
Merrill Lynch   2006 - 2008
Coventry Health Care  2005 - 2006
MC  2004 - 2006
Financial Associates   2003 - 2004

Skills
Insurance, Retirement Planning, Employee Benefits, Life Insurance, Strategic Financial..., Investments, Mutual Funds, Health Insurance, Marketing, Leadership, Wealth Management, Retirement, Fixed Annuities, Disability Insurance, Financial Planners, Financial Services, Sales, Financial Advisory, Management, Long-term Care, Small Business, 401k, Training, Finance, Estate Planning, Term Life Insurance, Recruiting, Critical Illness, Wealth, Benefits Design, Strategic Planning, Communication Skills, Sales Presentations, Financial Planning, Customer Service, Team Building, Sales Management, Strategy, Marketing Strategy, Consulting, Brokers, Human Resources

Education
Central Missouri State University   1987 — 1991
BS, Communications/Broadcasting and Film

Grandview High School   1984 — 1987

DeVry University's Keller Graduate School of Management-Missouri
Business Administration and Management, General

Bruce Mulvey Bruce Mulvey Lake Charles, Louisiana Area Details
Bruce Mulvey's Merrill Lynch Experience July 1984 - December 2013
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2013 - Present
Merrill Lynch   July 1984 - December 2013

Education
University of Central Florida - College of Business Administration   1977 — 1982
Batchelor's Of Science, Marketing

Kristen Bistany Kristen Bistany Tampa/St. Petersburg, Florida Area Details
Kristen Bistany's Merrill Lynch Experience October 2006 - February 2007
Job Office Manager at Mangrove Equity Partners
Industry Venture Capital & Private Equity
Experience
Mangrove Equity Partners   February 2007 - Present
Merrill Lynch   October 2006 - February 2007
Brown Brothers Harriman  October 2004 - July 2006

Education
University of Central Florida   2000 — 2004
Business, Finance

Chase Beckmann Chase Beckmann Chicago, Illinois Details
Chase Beckmann's Merrill Lynch Experience June 2012 - September 2013
Job Analyst at EnTrust Realty Advisors
Industry Financial Services
Experience
CincyTech USA  September 2013 - July 2014
University of Cincinnati  September 2009 - May 2014
Merrill Lynch   June 2012 - September 2013
GE Power & Water  June 2011 - March 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Analysis, Data Analysis, Leadership, Finance, Time Management, Event Planning, Market Research

Education
University of Cincinnati College of Business   2009 — 2014
Bachelor's Degree, Finance and International Business, Carl H. Lindner Honors-PLUS Program

Gahanna Lincoln High School   2005 — 2009
High School Diploma, General Studies

Charles V. Senatore Charles V. Senatore Greater Boston Area Details
Charles V. Senatore's Merrill Lynch Experience December 1997 - April 2003
Job EVP for Regulatory Strategy
Industry Financial Services
Experience
Fidelity Investments  October 2014 - Present
University of Chicago Law School  June 2014 - Present
Fidelity Investments  May 2003 - October 2014
Merrill Lynch   December 1997 - April 2003
US Securities and Exchange Commission  March 1994 - October 1997
Cadwalader, Wickersham & Taft LLP   May 1991 - March 1994
Jorden Burt LLP  September 1988 - April 1991
United States Attorney's Office, Southern District of Florida   February 1985 - August 1988

Skills
Senior Risk/Compliance..., Securities Regulation, Regulatory Liaison, Broker-Dealer and..., FINRA, Securities, Investment Management, Broker-Dealer, Investments, Risk Management, Regulations, Series 24, AML, Mutual Funds, KYC, SEC, Series 7, Alternative Investments, Corporate Governance, Hedge Funds, Investment Advisory, Capital Markets, Asset Managment, Options, Financial Services, Equities, Due Diligence, Private Equity, Prime Brokerage, Operational Risk, OFAC, Investment Banking, Fraud, Fixed Income, Financial Risk, Financial Regulation, Financial Markets, ETFs, Derivatives, Asset Management, Anti Money Laundering, Leadership, Regulatory Compliance, Series 63

Education
University of Chicago Law School
JD, Law

Williams College
BA, Economics

Timothy Godsey Timothy Godsey Cincinnati Area Details
Timothy Godsey's Merrill Lynch Experience May 2008 - March 2009
Job Director of Program Operations at Volunteers of America of Greater Ohio
Industry Nonprofit Organization Management
Experience
Volunteers of America of Greater Ohio  January 2015 - Present
Volunteers of America of Greater Ohio  July 2014 - January 2015
POSSIBLE  January 2014 - July 2014
Business Development Consultant  December 2011 - December 2013
University of Cincinnati  June 2009 - December 2011
Merrill Lynch   May 2008 - March 2009
Chevy Chase Bank  September 2006 - December 2007
GreenPoint Mortgage  January 2004 - August 2006
Safeway Mortgage   2002 - 2003
University of Cincinnati  June 1999 - 2002

Skills
Training, Leadership, Business Development, Program Management, Strategic Planning, Strategic Partnerships, Public Speaking, Business Planning, Sales Management, Marketing, Sales Process, Statistics, Market Research, New Business Development, Staff Development, Program Evaluation, Marketing Strategy, Talent Management, Research, Strategy, Organizational..., Teaching, Relationship Management, Fundraising, Sales Operations, Healthcare, Consulting, Human Resources, Sales, Leadership Development, Strategic Thinking, Strategic Leadership, Team Leadership, Business Process..., Analytical Skills, Analytic Thinking, Quantitative Research, Presentations, Evaluation, Quality Management, Iso 9000, Building Relationships, Business Relationship..., Management, Data Analysis, B2B, Process Improvement, Quality Improvement

Education
University of Cincinnati   2009 — 2011
Doctoral Studies, Criminal Justice

University of Cincinnati   2000 — 2003
Doctoral Studies

University of Cincinnati   1999 — 2000
M.S., Criminal Justice

University of Cincinnati   1997 — 1999
B.S., Criminal Justice

Elisha Kes Elisha Kes Orlando, Florida Area Details
Elisha Kes's Merrill Lynch Experience July 2012 - November 2013
Job Client Relations Specialist at Franklin Square Capital Partners
Industry Higher Education
Experience
Franklin Square Capital Partners  November 2013 - Present
Merrill Lynch   July 2012 - November 2013
Full Sail University  April 2012 - July 2012
Full Sail University  September 2011 - April 2012
Northwestern Mutual  May 2011 - September 2011

Skills
PowerPoint, Customer Service, Microsoft Excel, Event Planning, Microsoft Office, Team Leadership, Organizing, Account Management, Public Speaking, Financial Analysis, Finance, Time Management, Research, Sales, Insurance, Leadership, Social Media, Microsoft Word, Social Networking, Teamwork

Education
University of Central Florida - College of Business Administration   2006 — 2011
B.S.B.A, Finance

Classical High School

Daniel Scime Daniel Scime San Francisco Bay Area Details
Daniel Scime's Merrill Lynch Experience June 2008 - August 2008
Job J.D. Candidate, Class of 2017 at University of Chicago Law School
Industry Internet
Experience
University of Chicago Law School  September 2014 - Present
Google  August 2011 - August 2014
Independent Health  June 2010 - August 2010
South Bend Juvenile Defender's Office   August 2009 - December 2009
Merrill Lynch   June 2008 - August 2008
Erie County District Attorney  June 2008 - August 2008

Skills
Google Adwords, Digital Strategy, Online Advertising, Digital Marketing, Google Analytics, Social Media, Web Analytics, Digital Media, Social Media Marketing, SEM, PPC, Analytics, E-commerce, Online Marketing, Mobile Advertising

Education
University of Chicago Law School   2014 — 2017
Juris Doctor (J.D.)

University of Notre Dame   2007 — 2011
BA, Political Science, Classical Literature

Canisius High School   2003 — 2007

Norm Falick Norm Falick Cincinnati Area Details
Norm Falick's Merrill Lynch Experience September 2011 - April 2013
Job Retirement Advisor at Retirement Is About Income
Industry Financial Services
Experience
Retirement Is About Income   May 2015 - Present
Porsche Club of America  1999 - Present
Merrill Lynch   September 2011 - April 2013
Business Referral Network, LLC.   November 2004 - December 2008
Prographics  1985 - 2002
Camargo Realty and Securities   April 1982 - December 1985

Skills
Investments, Customer Relations, Coaching, New Business Development, Public Speaking, Retirement Planning, B2B, Customer Service, Training, Strategic Planning, Budgets, Leadership, Strategy, Management, Marketing, Networking, Real Estate, Small Business, Entrepreneurship, Retirement, Recruiting, Business Development, Negotiation, Finance, Sales Management, Sales, Team Building, Marketing Strategy, Contract Negotiation, Insurance, Business Planning, Time Management, Selling, Start-ups, Social Networking, Financial Analysis, Direct Sales, Account Management, Leadership Development, Management Consulting, Business Strategy, Team Leadership, Fundraising, CRM, Strategic Financial..., Analysis, Mergers & Acquisitions, Risk Management, Social Media Marketing, Market Research

Education
University of Cincinnati College of Business
BBA, Management

Andrew Michael Machata, CRPC® Andrew Michael Machata, CRPC® Orlando, Florida Area Details
Andrew Michael Machata, CRPC®'s Merrill Lynch Experience August 2008 - May 2011
Job Portfolio Consultant at Charles Schwab Private Client
Industry Financial Services
Experience
Charles Schwab  February 2015 - Present
E*TRADE Financial  November 2012 - February 2015
UBS Wealth Management  May 2011 - November 2012
Merrill Lynch   August 2008 - May 2011
Defense Contract Management Agency  September 2007 - July 2008
United States Marine Corps  May 2002 - May 2008

Education
University of Central Florida - College of Business Administration   2002 — 2008
BSBA, Finance, Business Economics

International Baccalaureate School at Bartow High School   1998 — 2002
International Baccalaureate Diploma

David Madway David Madway Jacksonville, Florida Details
David Madway's Merrill Lynch Experience May 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2013 - Present
Fidelity Investments  November 2011 - April 2013
Fifth Third Bank  May 2011 - February 2012
Fusilier Realty   November 2010 - July 2011
AXA Advisors  January 2010 - May 2010
Smith Equities Real Estate Investment Advisors   January 2009 - January 2010
Lockheed Martin  January 2008 - August 2008

Skills
Financial Reporting, Insurance, Access, Management, Real Estate, Sales, Analysis, Investments, Finance, Microsoft Excel, Financial Analysis, Budgets, Microsoft Office, PowerPoint, Customer Service, Marketing, Accounting, Financial Accounting, Negotiation, Leadership, Strategic Financial..., Financial Modeling, Asset Management, Banking, Financial Planning, Portfolio Management

Education
University of Central Florida - College of Business Administration   2006 — 2010
Bachelor, Finance

Scott M Broughton, CIC Scott M Broughton, CIC Maitland, Florida Details
Scott M Broughton, CIC's Merrill Lynch Experience March 2004 - December 2005
Job Insurance & Risk Advisor
Industry Insurance
Experience
Blackadar Insurance Agency, Inc.   August 2014 - Present
Praxiom Risk Management, LLC   November 2013 - July 2014
Lean Not on Your Own Understanding, LLC   February 2013 - November 2013
Lassiter Ware Insurance  January 2006 - November 2012
Merrill Lynch   March 2004 - December 2005

Skills
Idea Generation, Idea Incubation, Risk Management..., Professional Liability, Directors & Officers..., Pollution Liability, Analytic Problem Solving, Thinking Outside The Box, Consultative Approach, Strategic Thinking, Encourager, Teaching, Public Speaking, Relationship-building..., Leadership, Financial Risk, Liability, Executive Management, Risk Management, Insurance, Strategy, Workers Compensation, Employment Practices..., Management

Education
Lifework Leadership (formerly Greater Orlando Leadership Foundation)   2008 — 2009
Graduate 2009 class

University of Central Florida - College of Business Administration   2001 — 2003
BSBA, Finance

Shibbir Ahmed Shibbir Ahmed Woodbridge, Virginia Details
Shibbir Ahmed's Merrill Lynch Experience January 2004 - June 2004
Job Consultant (Performance Engineer) at Appian Corporation
Industry Higher Education
Experience
Appian Corporation  October 2014 - Present
Micro Village   April 2014 - September 2014
Association of American Medical Colleges (AAMC)   2007 - March 2014
Quadrant, Inc.   January 2007 - July 2007
Neustar, Inc.   September 2006 - January 2007
Acumen Solutions  January 2005 - December 2006
AOL  January 2005 - August 2006
Nextel Telecomunicações   July 2004 - December 2004
Merrill Lynch   January 2004 - June 2004
Student Advantage  August 2003 - December 2003

Skills
Performance Management, Software Performance..., Performance Tuning, Performance Improvement, Performance Measurement, Performance Testing, Quality Assurance, Software Development..., Microsoft SQL Server, Software Testing Life..., Oracle SQL Developer, Automated Software..., Problem Solving, Defect Life Cycle, Defect Tracking, Software Project..., Requirements Analysis, Requirements Gathering, Business Requirements, Requirements Management, Functional Requirements, JMeter, Quality Center, SoapUI, Software Documentation, Software Engineering, Oracle Enterprise..., Oracle Developer Tools, Toad, HP J2EE Deep Diagnostics, HP Performance Center, newRelic, Splunk, Matlab, HP QuickTest Pro, HP LoadRunner, LoadUI, SDLC, SQL, Software Development, Oracle, HP Quality Center

Education
University of St. Thomas   2000 — 2001
Master of Software System (MSS), Computer Software Engineering

University of Dhaka   1989 — 1990
Master of Commerce (MCOM), Management Information Systems, General

University of Chittagong   1987 — 1988
Bachelor's Degree, Business Administration and Management, General

Chris Cupolo Chris Cupolo Jacksonville, Florida Details
Chris Cupolo's Merrill Lynch Experience February 1998 - September 2000
Job Regional Retirement Sales Manager at Paychex
Industry Information Technology and Services
Experience
Paychex  November 2014 - Present
Ascentis  November 2013 - November 2014
Paychex  June 2011 - November 2013
Paychex  September 2009 - May 2011
Paychex  December 2008 - January 2010
Paychex  September 2006 - November 2008
Paychex  October 2000 - August 2006
Merrill Lynch   February 1998 - September 2000

Education
University of Central Florida - College of Business Administration   1994 — 1997
Bachelor's Degree, Finance

The Ken Blanchard Companies   2011 — 2011
Situational Leadership ® II

CRUCIAL CONVERSATIONS® Training   2011 — 2011

Mynor Mejia Mynor Mejia Orlando, Florida Details
Mynor Mejia's Merrill Lynch Experience April 2015 - Present
Job Assistant Vice President Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 2015 - Present
Edward Jones  September 2013 - December 2014

Skills
Apartments, Leases, Property Management, Lease Administration, Investment Properties, Real Estate, Selling, Disposition, Rentals, Real Estate Development, Property, Fair Housing

Education
University of Central Florida   2005 — 2010
Bachelors, General Business/ Marketing

University of Central Florida - College of Business Administration   2005 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General

Joseph Berrios Joseph Berrios Chico, California Area Details
Joseph Berrios's Merrill Lynch Experience 2003 - 2006
Job Vice President, Finance at FAFCO, Inc.
Industry Renewables & Environment
Experience
FAFCO, Inc.   July 2009 - Present
UMA Solar \ Heliocol   2006 - 2009
Merrill Lynch   2003 - 2006

Education
University of Central Florida - College of Business Administration   1994 — 1998
BSBA, Finance

Scott D. Abramson, CFP® Scott D. Abramson, CFP® Winter Park, Florida Details
Scott D. Abramson, CFP®'s Merrill Lynch Experience July 2010 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2010 - Present
Fifth Third Private Bank  August 2007 - July 2010
Morgan Stanley  2004 - 2007

Skills
Series 7, Wealth Management, Strategic Financial..., Commercial Lending, Credit, Loans, Investments, Portfolio Management, Retirement Planning, Strategic Planning, Credit Analysis, Series 63, Small Business Lending, Mutual Funds, Loan Origination, Mortgage Lending, Investment Advisory, Commercial Banking, Financial Modeling, Banking, Securities, Finance, Asset Management, Financial Analysis

Education
University of Central Florida   2002 — 2004
BSBA, Finance

Bishop Moore

Sean MacDermott Sean MacDermott Boston, Massachusetts Details
Sean MacDermott's Merrill Lynch Experience March 2000 - Present
Job Vice President, Retirement & Benefit Plan Services at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2000 - Present

Education
University of Central Florida - College of Business Administration   1991 — 1993
Bachelor of Science Business Administration, Business Administration

Lake Howell   1984 — 1988

William Scott William Scott Bonita Springs, Florida Details
William Scott's Merrill Lynch Experience 1995 - 2002
Job Inventor | Managing Partner at Marbles, LLC
Industry Design
Experience
Marbles, LLC   March 2011 - Present
Fortress Evolved Records Management   2004 - March 2010
Prudential Securities  2002 - 2004
Merrill Lynch   1995 - 2002

Skills
Sales Management, Security, Business Development, Team Building, Microsoft Office, Strategic Planning, Operations Management, Marketing Strategy, Contract Negotiation, New Business Development, Strategy, Program Management, Sales, Continuous Improvement, Project Management, Social Media Marketing, Marketing, Leadership Development, Start-ups, Budgets, Training, Team Leadership, Management, Customer Service, B2B, Microsoft Excel, Strategic Partnerships, Insurance, Business Strategy, Public Speaking, Account Management, Entrepreneurship, Leadership, Microsoft Word, Business Planning, Negotiation, Coaching, Management Consulting, Small Business, Organizational..., Project Planning, Online Marketing

Education
University of Pennsylvania - The Wharton School   2001 — 2002
Certified Investment Management Analyst, CIMA

University of Cincinnati   1976 — 1978
Civil Engineering

Walnut Hills High School   1971 — 1976

Michael Rachesky Michael Rachesky Sarasota, Florida Details
Michael Rachesky's Merrill Lynch Experience March 2012 - January 2013
Job Sales Associate at MetLife
Industry Financial Services
Experience
MetLife  June 2015 - Present
Wells Fargo  January 2013 - June 2014
Merrill Lynch   March 2012 - January 2013

Skills
Microsoft Word, Customer Service, Outlook, Microsoft Office, PowerPoint, Microsoft Excel, Windows, English

Education
University of Central Florida   2005 — 2010
Bachelor of Science, Health Services Administration

University of Central Florida   2005 — 2010
Health Services Administration, Health Services Administration

Eldred Merricks Eldred Merricks Greater Atlanta Area Details
Eldred Merricks's Merrill Lynch Experience June 1999 - February 2009
Job General Manager at Coast 2 Coast Communications
Industry Telecommunications
Experience
Coast 2 Coast Communications  October 2013 - July 2015
Georgia Marketing (GaMT)   October 2012 - May 2013
Conn2it Inc.,   July 2012 - October 2012
DSC Communications  November 2010 - July 2012
Merrill Lynch   June 1999 - February 2009

Skills
Marketing Strategy, Entrepreneurship, Coaching, Social Media Marketing, Public Speaking, Series 7, Series 63, Strategic Financial..., Investments, Investment Strategies, Portfolio Management, Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, Financial Advisory, Financial Goals, Business Development, 401k

Education
Walden University   2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law

University of Central Florida   1995 — 1999
Finance, Business Finance

Allison Caueffield Allison Caueffield Orlando, Florida Area Details
Allison Caueffield's Merrill Lynch Experience June 2002 - August 2002
Job Accounts Manager North America at Lightmaker
Industry Accounting
Experience
Lightmaker  February 2007 - Present
Hard Rock Cafe  April 2004 - July 2006
Merrill Lynch   June 2002 - August 2002

Skills
Quickbooks, Accounts Payable, Payroll Administration, QuickBooks, Accounts Receivable, Invoicing, Microsoft Excel, Customer Service, Microsoft Office, Accounting, Bookkeeping, Cash Flow, Financial Reporting, Data Entry

Education
University of Central Florida - College of Business Administration   1999 — 2004
Finance

James Gomatos James Gomatos Orlando, Florida Area Details
James Gomatos's Merrill Lynch Experience July 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   July 2012 - Present

Education
University of Central Florida - College of Business Administration   2004 — 2008
Finance, Finance and Real Estate

Eric Warters Eric Warters New York, New York Details
Eric Warters's Merrill Lynch Experience August 2012 - Present
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2012 - Present

Skills
Business Analysis, Budgets, Market Research, Accounting, Financial Analysis, Banking, Customer Service, Microsoft Excel, Finance, Leadership, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Leveraged Finance, Microsoft Suites, Google Maps, Google Earth, Android, Customer Support, Customer Acquisition, Market Analysis, Bonds, Municipal Bonds, Margin, Stocks, Stock Market, Stockbroking, Stock Trading, Options, Options Strategies, Efficiency, Communication Skills

Education
University of Central Florida   2008 — 2012
Bachelor's Degree, Accounting and Finance, 3.65

Samantha Jeantel Samantha Jeantel Jacksonville, Florida Area Details
Samantha Jeantel's Merrill Lynch Experience May 2012 - October 2014
Job Client Support Associate
Industry Financial Services
Experience
TechWell Corp  2014 - Present
Merrill Lynch   May 2012 - October 2014
Charles Schwab  December 2010 - May 2012
Sprint Nextel  April 2010 - September 2010

Skills
Customer Service, Leadership, Time Management, Software Documentation, Sales, Microsoft Word, Call Centers, Inventory Management, Analysis, Program Management, Finance, Insurance, Microsoft Excel, Telephone Skills

Education
University of Central Florida   2005 — 2011

University of Central Florida
Bachelors of Science, Interdisciplinary Studies; Public Affairs & Psychology

Joel Misere Joel Misere Orlando, Florida Details
Joel Misere's Merrill Lynch Experience June 2013 - December 2013
Job Ops Sr Analyst MKTS
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch  March 2014 - Present
UnitedHealthCare  July 2013 - August 2014
Merrill Lynch   June 2013 - December 2013
Celectronics Computer Solutions   August 2012 - June 2013
Connextions  August 2010 - June 2013
Security Forces Inc.  February 2008 - June 2010
Prospect of Orlando   June 2006 - January 2008

Skills
Critical Thinking, Analytical Skills, Problem Solving, Financial Analysis, Financial Modeling, Health Insurance, Security, Customer Service, Residential Mortgages, Corporate Finance, Finance, Real Estate, Insurance

Education
University of Central Florida   2010 — 2013
BSBA, Finance & Real Estate

Jessica Jecroy Jessica Jecroy Orange Park, Florida Details
Jessica Jecroy's Merrill Lynch Experience July 2013 - Present
Job Global Wealth Investment Management Senior Operations Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2013 - Present
Wells Fargo  August 2012 - July 2013
Citi  November 2011 - August 2012

Skills
Banking, Credit, Risk Management, Financial Services, Business Analysis, Portfolio Management, Retail Banking, Credit Cards, Equities, Loans, Fixed Income, Vendor Management, Relationship Management, Financial Analysis, Derivatives, Cross Selling, Microsoft Office, Consumer Lending

Education
University of Central Florida   2014 — 2015
Bachelor of Arts (B.A.), Legal Professions and Studies, 3.8

Florida State College of Jacksonville   2014 — 2014
Associate of Arts (A.A.), Political Science and Government, 3.8

University of North Florida   2009 — 2013
Bachelor of Arts (BA), Political Science and Government/Economics

Neil Hopkins Neil Hopkins Greater Denver Area Details
Neil Hopkins's Merrill Lynch Experience January 1996 - January 1998
Job Financial Services Professional
Industry Legal Services
Experience
Open Door Ministries  2012 - Present
Macy's  2005 - 2008
Student Lending & Consoldation   July 2004 - December 2004
Mortgage Services  January 2003 - June 2004
Home Realty Inc.   2000 - 2002
Wells Fargo  1999 - 2000
Merrill Lynch   January 1996 - January 1998
Citi  January 1994 - December 1995

Skills
Loans, Banking, Escrow, Title Insurance, Closings, Pensions, Microsoft Excel, Microsoft Word, Outlook, Credit Cards, Legal Research, Legal Writing, Legal Issues, Real Estate Economics, Finance, Management, Time Management, Access, Sales, Notary Public, Fundraising, Accounting, Insurance, PowerPoint, Leadership, Wordperfect

Education
University of Central Florida - College of Business Administration   1988 — 1992
B.S.B.A., Marketing

State College Florida - Sarasota   2009 — 2011
Advance, Paralegal

Nancy Fordham Nancy Fordham Kansas City, Missouri Area Details
Nancy Fordham's Merrill Lynch Experience February 1992 - February 1993
Job Project Manager/Event Coordinator
Industry Publishing
Experience
FORESTER ADVISORY SERVICES   June 2010 - Present
United Healthcare - Evercare   October 2009 - Present
Piece of Cake  January 2000 - Present
Seams Sew Easy   January 2000 - December 2008
HDA, Inc.   April 2006 - September 2008
HDA, Inc.   September 1997 - May 1999
HDA, Inc.   September 1997 - May 1999
Drury Inns, Inc.   September 1995 - September 1997
Keebler Company  April 1993 - August 1995
Merrill Lynch   February 1992 - February 1993

Education
University of Central Missouri   1980 — 1984
BS, Clothing Textitles/Business/Marketing

Grandview High School   1978 — 1980

Wes Wankelman Wes Wankelman Orlando, Florida Area Details
Wes Wankelman's Merrill Lynch Experience April 2007 - March 2013
Job Vice President, Sr. Relationship Manager; PNC Wealth Management
Industry Financial Services
Experience
PNC  May 2015 - Present
SunTrust Bank  April 2013 - Present
Merrill Lynch   April 2007 - March 2013
Bank of America  2007 - 2009
RBC Wealth Management  April 2003 - April 2007

Skills
Wealth Management, Banking, Retirement Planning, Investment Advisory, Credit, Mortgage Lending, Relationship Management, Wealth Management..., Consumer Lending, Lines Of Credit, Asset Based Lending, Wealth, Cross Selling, Residential Mortgages, Loans, Private Banking, Investment Strategies, Finance

Education
University of Central Florida   1998 — 2001

Charlotte High School   1986 — 1989

Jane Giaquinto Jane Giaquinto Greater New York City Area Details
Jane Giaquinto's Merrill Lynch Experience 2000 - 2005
Job Relationship Mgr, Banker/Credit/Investments, & COO: partner w/clients; achieve their financial, business & life goals
Industry Banking
Experience
Consulting  2012 - 2013
U.S. Trust, Bank of America Private Wealth Management   2010 - 2012
JP Morgan  2008 - 2009
BNY Mellon  2005 - 2007
Merrill Lynch   2000 - 2005
MBIA  1989 - 1998
Western & Southern Financial Group  1983 - 1988

Skills
Relationship Management, Credit, Risk Management, Analysis, Structured Products, Alternative Investments, Hedge Funds, Investments, Corporate Credit, Building Relationships, SWOT analysis, Business Development, Project Management, Marketing, Due Diligence, Structured Finance, Fixed Income, Credit Risk, Portfolio Management, Capital Markets, Credit Analysis, Loans, Financial Analysis, Private Banking, Bonds, Corporate Finance, Investment Banking, Securities, Finance, Financial Services, Mortgage Lending, Nonprofits, Event Planning, Community Engagement, Series 7, Wealth Management, Mutual Funds, Derivatives, Valuation, Private Equity, Financial Markets

Education
Xavier University - Williams College of Business
MBA, Finance

University of Cincinnati
BGS, Marketing and Economics

Adam Akbany Adam Akbany Dallas/Fort Worth Area Details
Adam Akbany's Merrill Lynch Experience 1997 - 1999
Job Regional Sales Director, Western U.S. at Varian Medical Systems
Industry Medical Devices
Experience
Varian Medical Systems  2015 - Present
Elekta  2010 - 2015
Elekta  2010 - 2015
Sun Nuclear Corporation  2009 - 2010
Calypso Medical/Sicel Technologies   2007 - 2009
CMS Inc.  2000 - 2007
CMS, Inc.   2000 - 2007
CMS Inc.  2000 - 2007
Gulf South Medical Supply  1999 - 2000
Merrill Lynch   1997 - 1999

Skills
Selling, Sales Management, Start-ups, Capital Equipment, Sales, Oncology, Urology, Management, Radiology, Medical Devices, Leadership, Negotiation, Coaching, Product Launch, Hospitals, Sales Operations, Cross-functional Team..., Healthcare, Salesforce.com, Customer Satisfaction, Cardiology, Market Development, Radiation Therapy, Sales Process, Team Building, Capital Equipment Sales

Education
University of Florida - Warrington College Of Business
MBA, Business

University of Central Florida - College of Business Administration
B.S., Finance

Kathryn Nurre Kathryn Nurre Greater Detroit Area Details
Kathryn Nurre's Merrill Lynch Experience 1984 - 1989
Job Financial Institutions Group at Comerica Bank
Industry Financial Services
Experience
Comerica Bank  February 2011 - Present
Ambassador Capital Management  January 1998 - May 2010
Cranbrook Capital Management/First of Michigan   January 1994 - January 1998
MBIA  January 1991 - January 1994
Merrill Lynch   1984 - 1989
Continental Bank  January 1980 - January 1984

Skills
Portfolio Management, Investments, Banking

Education
University of Cincinnati
Bachelor of Arts, Political Science

Cheryl Jimerson Cheryl Jimerson Greater New York City Area Details
Cheryl Jimerson's Merrill Lynch Experience 1995 - 2006
Job Business Development Director at LIMBA
Industry Nonprofit Organization Management
Experience
LIMBA (Long Island Metro Business Action)   February 2010 - Present
Sir Speedy Printing and Marketing Services  September 2008 - May 2009
Prudential Douglas Elliman Real Estate  February 2006 - September 2008
Merrill Lynch   1995 - 2006
Estee Lauder, Revlon and Avon Products   February 1978 - May 1985

Skills
Management, Small Business, Marketing, Marketing Communications, Marketing Strategy, Sales, Direct Mail, Marketing Management, New Business Development, Social Media, Product Development, Graphic Design, Direct Sales, Strategic Planning, Finance, Public Relations, Direct Marketing, Business Development, Entrepreneurship, Public Speaking, Real Estate, Promotions

Education
University of Cincinnati College of Business   1961 — 1966
BBA, Marketing, Management, Accounting

Julie Restino Julie Restino Jacksonville, Florida Details
Julie Restino's Merrill Lynch Experience July 2012 - August 2013
Job Stock Loan Operations Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  August 2013 - Present
Merrill Lynch   July 2012 - August 2013
Merrill Edge  February 2012 - May 2012
Asset Architects Inc.   January 2011 - June 2011
Tuttle Asset Management LLC   July 2010 - December 2010

Skills
Finance, Financial Advisory, Financial Services, Financial Analysis, Alternative Investments, Asset Allocation, Mutual Funds, Microsoft Office, Retirement, Tax, Securities Lending, DTC

Education
University of Central Florida - College of Business Administration   2006 — 2010
BSBA, Finance

Peter Baehman Peter Baehman Henderson, Kentucky Details
Peter Baehman's Merrill Lynch Experience September 2011 - October 2012
Job Market Trader
Industry Investment Management
Experience
Merrill Lynch   September 2011 - October 2012
Superior Walls of East Tennessee, Inc   October 2010 - September 2011
The Cleaning Authority, Asheville, NC Franchise   January 1999 - January 2009
COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA   January 1999 - October 1999
FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC)   January 1991 - January 1999

Skills
Customer Service, Accounting, Payroll, Analysis, Budgeting, Administration, Financial Analysis, Small Business, Account Management, New Business Development, Customer Relations, Excel, Budgets, Microsoft Excel, Public Speaking, Banking, Finance, Management, Sales Management, Team Building

Education
University of Central Florida   1986 — 1990
BSBA, Finance

Shawn Lenihan Shawn Lenihan Sebring, Florida Details
Shawn Lenihan's Merrill Lynch Experience August 2006 - October 2008
Job Owner & Senior Consultant at ClientCentricity, LLC.
Industry Management Consulting
Experience
Client-Centricity, LLC   November 2012 - Present
Gulf Ridge Council, Boy Scouts of America  December 2013 - August 2014
Macbeth Associates, Ltd   June 2009 - November 2012
Heacock Financial Raymond James   October 2008 - June 2009
Merrill Lynch   August 2006 - October 2008
Bike Works Orlando   April 2001 - August 2006
Bicycle Castle   May 1998 - April 2001
D & S Cycling Center   October 1995 - May 1998

Skills
Ability to simplify, Ability to solve..., Agreeable to change, Analytic intelligence, Articulate and champion..., Business development, Change management, Client Relationship..., Client-centric, Communication, Community outreach, Compassion, Creative questioning..., Defining clear cut..., Dispute resolution, Dynamic producer, Early problem..., Employee development, Encourages continuous..., Endurance, Establish and enforce a..., Establish strategy, Ethical decision making, Familiarity with..., Financial acumen, Fiscal assurance, Leadership, Listening to understand, Market and client..., Mentoring, Openness, People empathy, Potential problem..., Process development, Professional disposition, Realistic, Removal of obstacles..., Sense of urgency, Solutions provider, Strategic implementer, Strategic partner..., Synergistic, Tactical and strategic..., Team builder, Trainer, Transparent, Visionary, Willingness to ask for..., Microsoft Office, Customer Service

Education
University of Central Florida - College of Business Administration
Bachelors of Science in Business Administration, Marketing

Kevin Corder Kevin Corder Cincinnati Area Details
Kevin Corder's Merrill Lynch Experience September 2008 - December 2009
Job Consultant at Centric Consulting
Industry Information Technology and Services
Experience
Centric Consulting  March 2012 - Present
US Bank  April 2010 - March 2012
Merrill Lynch   September 2008 - December 2009
Chiquita  June 2008 - September 2008

Skills
Oracle Financials, Oracle E-Business Suite, Finance, Microsoft Excel, Data Analysis, Financial Analysis, Process Improvement, Microsoft Office, Microsoft Word, PowerPoint, Accounts Payable, Customer Service

Education
University of Cincinnati   2006 — 2011
BBA, Finance

Rosemary Haddad Rosemary Haddad Cincinnati Area Details
Rosemary Haddad's Merrill Lynch Experience June 1988 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 1988 - Present

Education
University of Cincinnati

Alec Ardito Alec Ardito Greater Atlanta Area Details
Alec Ardito's Merrill Lynch Experience 2004 - 2007
Job Group Manager at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc.   July 2015 - Present
SunTrust Bank  August 2014 - Present
Wells Fargo Advisors, LLC  September 2009 - August 2014
Bank of America  2007 - 2009
Merrill Lynch   2004 - 2007
Merrill Lynch   2001 - 2004
Merrill Lynch   1994 - 2001

Skills
Investments, Wealth Management, Series 7, Financial Planning, Risk Management, Financial Analysis, Fixed Income, Uniform Combined State..., Series 65, Strategic Planning, Wealth Management...

Education
University of Cincinnati College of Business   1988 — 1993
Bachelor's, Accounting

Burrell High   1985 — 1988

Matthew Huntley Matthew Huntley Orlando, Florida Area Details
Matthew Huntley's Merrill Lynch Experience February 2004 - April 2005
Job Treasury Analyst
Industry Airlines/Aviation
Experience
ZeroChaos  August 2014 - Present
ASIG  February 2011 - May 2012
AirTran Airways  March 2009 - February 2011
Wyndham Vacation Ownership  April 2006 - October 2008
Merrill Lynch   February 2004 - April 2005

Skills
Financial Analysis, Forecasting, Financial Modeling, Process Improvement, Analysis, Microsoft Excel, Strategic Financial..., Budgets, Finance, Variance Analysis, Customer Service

Education
University of Central Florida   2000 — 2003
Bachelor of Business Administration (BBA), Finance, General

Terry Surrency Terry Surrency Jacksonville, Florida Area Details
Terry Surrency's Merrill Lynch Experience June 1997 - February 2013
Job Surrency Wealth Management * Account Vice President at UBS Financial Services * Chartered Retirement Planning Counselor
Industry Financial Services
Experience
UBS Financial Services  March 2013 - Present
Merrill Lynch   June 1997 - February 2013

Skills
Investments, Portfolio Management, Financial Advisory, Finance, Series 7, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Securities, Savings, Retirement Plan..., Retirement Income..., Retirement Solutions, Investment Strategies

Education
University of Central Florida - College of Business Administration   1991 — 1995
Finance, Business Administration and Management, General

Bishop Moore   1989 — 1991

Christine Hayward Christine Hayward Cincinnati, Ohio Details
Christine Hayward's Merrill Lynch Experience May 2013 - September 2014
Job Experienced Executive Assistant partnering with Executives to optimize and enable them for their best work.
Industry Executive Office
Experience
Phillips Edison & Company  September 2014 - Present
Merrill Lynch   May 2013 - September 2014
United Way of Greater Cincinnati  August 2012 - April 2013
Merrill Lynch   November 2009 - August 2012
Merrill Lynch   August 2007 - November 2009

Skills
Event Planning, Event Management, Outlook, Travel Arrangements, Project Management, Microsoft Office, Leadership, PowerPoint, Training, Customer Service, Public Relations, Marketing Communications, Microsoft Excel, Office Management, Administrative..., Newsletters, Salesforce.com, Microsoft CRM, Donor Engagement, Budget Monitoring, Process Improvement, Finance, CRM, Administrative..., Series 7, Ariba, Executive Level..., Concur, Series 66, Calendaring, Accounts Payable, Spreadsheets, Expense Management, Financial Services, Email Marketing, Risk Management, Expense Reports, Calendars, Office Administration, Human Resources, Budgets, Nonprofits, Microsoft Word, MRI Software, Vendor Relationship..., Cross-functional..., Project Coordination, Management

Education
University of Cincinnati   2001 — 2007
BA, Communications/Public Relations

McAuley High School   1997 — 2001
High School Diploma

Braden Bennie Braden Bennie Boston, Massachusetts Details
Braden Bennie's Merrill Lynch Experience 2008 - 2010
Job Brand Manager at Kellogg Company
Industry Consumer Goods
Experience
Kellogg Company  June 2014 - Present
Procter & Gamble  January 2013 - May 2014
Procter & Gamble  October 2010 - December 2012
Merrill Lynch   2008 - 2010
Teach For America  2007 - 2008
Credit Suisse  2006 - 2006
Credit Suisse  2005 - 2005
Credit Suisse  2003 - 2005

Skills
Fixed Income, Financial Modeling, Investment Banking, Structured Products, Competitive Analysis, Portfolio Management, Trading, Consumer Products, Market Analysis, Customer Insight, Brand Equity, Brand Management, Finance, Product Innovation, Shopper Marketing, Market Research, Strategy, Cross-functional Team..., Management, Marketing Research, Marketing, Marketing Strategy

Education
University of Cincinnati   2002 — 2007

University of Cincinnati College of Business   2002 — 2007
Bachelor of Science, Finance, International Business

Michael D. Higgins, SPHR, GPHR, SHRM-SCP Michael D. Higgins, SPHR, GPHR, SHRM-SCP Cocoa Beach, Florida Details
Michael D. Higgins, SPHR, GPHR, SHRM-SCP's Merrill Lynch Experience July 1992 - October 1994
Job Director, Human Resources at Craig Technologies
Industry Human Resources
Experience
Craig Technologies  September 2013 - Present
Harris Corporation  August 2011 - August 2013
DRS Technologies  August 2008 - August 2011
HD Supply (formerly Home Depot Supply)   October 2006 - August 2008
Harris Corporation  December 2002 - October 2006
GE Financial  May 2001 - December 2002
B/E Aerospace  November 1998 - May 2001
RR Donnelley & Sons Co.   October 1994 - November 1998
Merrill Lynch   July 1992 - October 1994

Skills
Succession Planning, Employee Relations, Performance Management, Personnel Management, Talent Management, Human Resources, Recruiting, HR Policies, Leadership Development, Employee Benefits, Talent Acquisition, Organizational Design, Sourcing, Leadership, Organizational..., Workforce Planning, Program Management, Training, Deferred Compensation, Employee Engagement, Change Management, College Recruiting, Hiring, Team Building, Onboarding, Management, New Hire Orientations, Temporary Placement, Technical Recruiting, Labor Relations, Strategic HR, HRIS, Benefits Administration, HR Consulting, Human Capital, SPHR, Workshop Facilitation, Conflict Resolution, Coaching, FMLA, Job Descriptions, International HR, Organizational..., Global Human Resources..., GPHR, HR Strategy, Union Experience, Collective Bargaining, Union Relations, Contract Negotiation

Education
LEAD Brevard - Class of 2015   2014 — 2015
Civic & Community Leadership

University of Central Florida - College of Business Administration   1990 — 1992
B.S., Human Resources Management

Christina Nesbitt Blackmon Christina Nesbitt Blackmon Charlotte, North Carolina Details
Christina Nesbitt Blackmon's Merrill Lynch Experience February 2015 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch   February 2015 - Present
Fifth Third Securities  September 2013 - November 2014
G.A. Repple & Company   August 2010 - September 2013
Fifth Third Bank  December 2007 - August 2010

Skills
Series 7, Banking, Securities, Microsoft Excel, Investments

Education
University of Central Florida - College of Business Administration
Bachelors, Finance

Christian Green Christian Green Orlando, Florida Area Details
Christian Green's Merrill Lynch Experience June 2014 - May 2015
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  May 2015 - Present
Merrill Lynch   June 2014 - May 2015
Northwestern Mutual  April 2013 - April 2014
Wells Fargo Advisors  August 2010 - April 2012

Skills
Business Planning, Sales Operations, Strategic Financial..., Investments, Marketing Strategy, Client Engagement, PowerPoint, Market Research, Public Speaking, Equity Capital Markets, Stock Trading, Asset Management, Partner Management, ETFs, Business Development, Portfolio Optimization, Life Insurance, Retirement Benefits, Index Options, REIT, Fixed Income Strategies, Cold Calling, Sales Management

Education
University of Central Florida - College of Business Administration   2009 — 2012
Bachelor of Science (B.S.), Marketing

Valencia College
Associate of Arts (A.A.), Business Administration

Erik Bua, CPA, MBA Erik Bua, CPA, MBA Orlando, Florida Details
Erik Bua, CPA, MBA's Merrill Lynch Experience January 2008 - May 2008
Job Senior Financial Analyst at Lockheed Martin
Industry Accounting
Experience
Lockheed Martin  January 2015 - Present
Lockheed Martin  May 2014 - December 2014
Lockheed Martin  April 2012 - May 2014
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP   January 2010 - April 2012
Merrill Lynch   January 2008 - May 2008

Skills
External Audit, Internal Audit, Risk Assessment, Internal Controls, Process Improvement, Financial Statements, Financial Analysis, GAAP, Accounting, Microsoft Excel, Motivated self-starter, Analytical Skills, Communication Skills, Highly detail oriented, CPA, Auditing, Financial Reporting, General Ledger, Financial Accounting, US GAAP, Account Reconciliation, Variance Analysis, SAP, Sarbanes-Oxley

Education
University of Central Florida
Master, Business Administration

Florida Institute of Technology
Bachelor of Science, Accounting

James Hensley James Hensley Atlanta, Georgia Details
James Hensley's Merrill Lynch Experience January 1996 - June 2001
Job Successful Commercial Real Estate Business Development Leader, Influential Relationship Manager
Industry Commercial Real Estate
Experience
Jim Hensley   December 2014 - Present
Red Capital Group  June 2013 - November 2014
Prudential Financial  January 2010 - June 2013
Prudential Financial  August 2008 - December 2010
Prudential Financial  March 2006 - July 2008
Prudential Financial  August 2003 - February 2006
Fannie Mae  March 2002 - August 2003
Merrill Lynch   January 1996 - June 2001
Eagle Realty Group (wholly owned subsidary of Western & Southern Financial Group)   September 1992 - December 1995
Western & Southern Financial Group  August 1987 - August 1992

Skills
Mortgage Lending, Portfolio Management, Asset Management, Finance, Investment Properties, Real Estate Financing, Loan Origination, Business Development, Investments, Underwriting, Credit, FHA, Real Estate Development, Disposition, Structured Finance, Risk Management, Credit Analysis, Strategic Thinking, Dispositions

Education
University of Cincinnati
Master of Business Administration (M.B.A.), Finance, Marketing

Wabash College
Bachelor's Degree, Economics

Jen Crocker Jen Crocker Ponte Vedra Beach, Florida Details
Jen Crocker's Merrill Lynch Experience 2006 - 2006
Job Investments Solutions Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2008 - June 2012
Merrill Lynch   2006 - 2006

Skills
Microsoft Excel

Education
University of Central Florida   2000 — 2004
Bachelor's degree, Political Science and Government

Tim O'Mara, CFA Tim O'Mara, CFA New York, New York Details
Tim O'Mara, CFA's Merrill Lynch Experience August 2008 - September 2011
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank  October 2014 - Present
Fidelity Investments  February 2012 - October 2014
Merrill Lynch   August 2008 - September 2011
Wachovia, A Wells Fargo Company  July 2005 - May 2008

Skills
Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Loans, Portfolio Management, Mutual Funds, Financial Advisory, Mortgage Lending, Securities, Fixed Annuities, Capital Markets, Relationship Management, Sales, Financial Analysis, Investment Strategies, Asset Allocation, Asset Management

Education
CFA Institute
CFA Charterholder

University of Central Florida - College of Business Administration   2000 — 2004
BSBA, Finance

Brian Starks Jr. Brian Starks Jr. Cincinnati, Ohio Details
Brian Starks Jr.'s Merrill Lynch Experience January 2015 - May 2015
Job Career Prep Fellow at MLT
Industry Higher Education
Experience
Management Leadership for Tomorrow (MLT)   June 2015 - Present
Bank of America Merrill Lynch  2015 - Present
Merrill Lynch   January 2015 - May 2015
Roulston Investment Partners, Inc.   May 2014 - January 2015
SEO  2015 - 2015
Gentlemen's Quarterly   April 2014 - 2014
Lindner College of Business   2014 - 2014

Skills
PowerPoint, Critical Thinking, Microsoft Office, Microsoft Excel, Teamwork, Public Speaking, Leadership, Tutoring, Social Networking, Volunteer Management, Microsoft Word, Social Media, Customer Service, Bloomberg Terminal, Event Planning, Time Management

Education
University of Cincinnati College of Business   2013 — 2017
Bachelor of Business Administration (BBA), Finance, General, Freshman

University of Cincinnati College of Business   2013 — 2017
Bachelor of Business Administration (BBA), Economics

University of Toronto - Rotman School of Management
N/A, Study Abroad

Donna Sterwerf Donna Sterwerf Cincinnati Area Details
Donna Sterwerf's Merrill Lynch Experience March 2012 - February 2015
Job Client Service Manager at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd.   February 2015 - Present
Merrill Lynch   March 2012 - February 2015
Merrill Lynch   February 2003 - March 2012

Skills
Establish & Maintain..., Financial Analysis, Asset Allocation, Wealth Management, Estate Planning, Customer Service, Business Development, Client events, Finance, Financial Planning, Management, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning

Education
University of Cincinnati College of Business   1996 — 2001
Bachelor of Business, Finance

Finneytown High School

Travis Neer Travis Neer Fort Smith, Arkansas Area Details
Travis Neer's Merrill Lynch Experience May 2009 - March 2015
Job VP, Private Banking Officer at Arvest Bank
Industry Banking
Experience
Arvest Bank  March 2015 - Present
Merrill Lynch   May 2009 - March 2015
Bank of America  January 2006 - May 2009

Skills
Banking, Credit, Loans, Portfolio Management, Wealth Management, Commercial Banking, Credit Analysis, Series 7, Financial Services, Private Banking, Financial Analysis, Mortgage Lending

Education
University of Central Oklahoma   2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General

Jacob Geglein Jacob Geglein Cincinnati Area Details
Jacob Geglein's Merrill Lynch Experience November 2009 - Present
Job Wealth Management Advisor | The Holcomb Geglein Group
Industry Financial Services
Experience
Merrill Lynch   November 2009 - Present
Texas Rangers Baseball Club  August 2009 - November 2009
Total Quality Logistics  June 2007 - September 2007

Skills
Asset Allocation, Wealth Management, Financial Analysis, Investment Management, Leadership, Investment Advisory, Strategic Financial..., Portfolio Management, Retirement Planning, Financial Planning

Education
Xavier University   2009 — 2010
Masters of Business Administration, Finance

University of Cincinnati College of Business   2004 — 2009
Bachelors of Business Administration, Finance, Marketing, and Management

Diane Bittner Diane Bittner Cincinnati, Ohio Details
Diane Bittner's Merrill Lynch Experience June 1996 - June 1999
Job Registered Office Assistant
Industry Internet
Experience
Queen City Financial Advisors   October 2008 - Present
SS&G  March 2007 - October 2008
Hyde Park Bethlehem UMC   January 2003 - March 2007
Locy & Associates   June 1999 - January 2003
Merrill Lynch   June 1996 - June 1999

Skills
Payroll, Management, Accounts Receivable, Accounts Payable, Administration, Marketing, Microsoft Excel, Sales, Accounting, Microsoft Word, Customer Service, Microsoft Office, Leadership, Team Building

Education
University of Cincinnati   1992 — 1996
Bachelor's Degree in A&S, Communication

Eric Grote Eric Grote United States Details
Eric Grote's Merrill Lynch Experience June 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2015 - Present
University of Cincinnati  August 2013 - December 2013
Grote Industries, LLC  June 2012 - September 2012
Grote Industries, LLC  June 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Team Leadership, Public Speaking, Event Planning, Event Management, Analytics, Microsoft Word, Team Building, Social Networking, Marketing, Leadership, Data Analysis, Teamwork, Social Media

Education
University of Cincinnati   2011 — 2016
Bachelor of Business Administration (BBA), Marketing and Finance, Senior

Shawe Memorial Jr./Sr. High School   2007 — 2011
High School Diploma

Jules Abbosh III Jules Abbosh III Ponte Vedra Beach, Florida Details
Jules Abbosh III's Merrill Lynch Experience 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2010 - Present

Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Portfolio Management, Equities, Investment Advisory, Fixed Income, Securities, Investment Strategies, Retirement, Series 66, Financial Planning, Uniform Combined State...

Education
University of Central Florida
Bachelor's degree

University of North Florida
Master's degree, Finance

Madhav Mehta Madhav Mehta Cincinnati, Ohio Details
Madhav Mehta's Merrill Lynch Experience March 2012 - March 2012
Job Marketing Intern at Everburn Manufacturing, Inc.
Industry Higher Education
Experience
Everburn Manufacturing, Inc.   June 2015 - Present
University of Cincinnati  August 2012 - Present
Shadow Valley Country Club  April 2010 - August 2014
Merrill Lynch   March 2012 - March 2012
Dialysis Partners of North West Ohio at Flower Hospital   March 2012 - March 2012

Skills
Tennis Coaching, Group Leadership, Microsoft Office, Group Decision Making, Public Speaking, Teamwork, Social Media, Time Management, Communication

Education
St. Johns Jesuit High School   2008 — 2012

West Side Montessori   1999 — 2008

University of Cincinnati

Freddy Russian Freddy Russian Tampa, Florida Details
Freddy Russian's Merrill Lynch Experience January 2007 - January 2009
Job CEO at AFLG Private Equity
Industry Financial Services
Experience
AFLG Private Equity/ American Family Legacy Group LLC   January 2009 - Present
Merrill Lynch   January 2007 - January 2009
Merrill Lynch   2000 - 2007
Dow Jones  1998 - 2000

Skills
Investment Advisory, Portfolio Management, Bonds, Investments, Wealth Management, Investment Management, Private Equity, Finance

Education
University of Central Oklahoma   1996 — 1998
BS, Business Administration-Finance

University of Oklahoma   1994 — 1995
English, English as a second language

Julia O'Mara Julia O'Mara New York, New York Details
Julia O'Mara's Merrill Lynch Experience March 2010 - October 2011
Job Philanthropic Sales Support Manager
Industry Financial Services
Experience
Merrill Lynch   March 2010 - October 2011
BB&T formally Colonial Bank   October 2008 - March 2010
Wachovia  June 2005 - October 2008
Ker's Winghouse  May 2002 - June 2005
Sago Homes   May 2001 - May 2002
Nolan Carter, P.A.   May 1999 - May 2001

Education
University of Central Florida - College of Business Administration   2000 — 2004
BSBA, Finance

Finance
BSBA

University of Central Florida

Alex Huron Alex Huron New York, New York Details
Alex Huron's Merrill Lynch Experience January 2011 - June 2011
Job Capital Markets Origination | Citi
Industry Investment Banking
Experience
Citi  August 2014 - Present
PNC  May 2013 - August 2014
Merrill Lynch   January 2011 - June 2011
Johnson Investment Counsel  March 2010 - September 2010

Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Investment Banking, Management, Bloomberg Terminal, Strategic Planning, Bloomberg, Finance, Leadership, Fixed Income, Valuation, Corporate Finance, Strategic Financial..., Programming Languages, Java, Python

Education
University of Cincinnati College of Business   2008 — 2013
Carl H. Linder Honors PLUS - Bachelor of Business Administration (BBA), Finance, Information Systems

St. Xavier High School   2004 — 2008

Geron Singh Geron Singh Greater New York City Area Details
Geron Singh's Merrill Lynch Experience January 2013 - September 2013
Job Senior Fund Accountant at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon  January 2014 - Present
Deutsche Bank  October 2013 - December 2013
Merrill Lynch   January 2013 - September 2013

Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Finance, Microsoft Excel, Corporate Finance, Banking, Portfolio Management, Valuation, Accounting, Financial Accounting, Risk Management, Bloomberg, Financial Reporting, Auditing, Series 7, Series 66, Financial Planning

Education
University of Central Florida - College of Business Administration   2008 — 2012
Bachelor of Science, Accounting and Finance

John Amick John Amick High Point, North Carolina Details
John Amick's Merrill Lynch Experience September 2000 - September 2004
Job MassMutual Financial Group, Piedmont Triad
Industry Financial Services
Experience
MassMutual Financial Group, Piedmont Triad   December 2011 - Present
Bankers Life and Casualty  July 2010 - June 2011
Merrill Lynch   September 2000 - September 2004

Skills
Life Insurance, Retirement, Wealth Accumulation, Financial Services, Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Securities, Disability Insurance, Term Life Insurance, Estate Planning, Whole Life, Employee Benefits, IRAs, 401k, Investments, Universal Life, Health Insurance, Finance, Small Business, Income Protection, Mutual Funds, Retirement Savings, 401k Rollovers, Long Term Care Insurance, 529 Plans, Wealth Management..., Financial Goals, Medicare, Asset Allocation, Series 6, Pensions, Investment Strategies, Variable Annuities, College Savings Plans, Roth IRA, Buy-sell Agreements, Series 63, Risk Management, Key Person Insurance

Education
The University of Charleston   1983 — 1987
Bachelor of Science (BS), Political Science and Government

George Washington Sr. High School

Donna Feuerherdt Donna Feuerherdt Tualatin, Oregon Details
Donna Feuerherdt's Merrill Lynch Experience January 1991 - October 2001
Job Field Sales Associate at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance  July 2006 - Present
Merrill Lynch   January 1991 - October 2001

Education
University of Central Florida   1982 — 1986
Bachelor of Science (BS), Communicative Disorders

Emily Totty Emily Totty Tampa/St. Petersburg, Florida Area Details
Emily Totty's Merrill Lynch Experience June 2006 - June 2011
Job Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  November 2014 - Present
MassMutual Financial Group  April 2012 - November 2014
Fidelity National Information Services  July 2011 - April 2012
Merrill Lynch   June 2006 - June 2011
Land Capital Group  June 2005 - June 2006

Skills
Series 7, Series 63, Life & Health Insurance..., Retirement Planning, Mutual Funds, Investments, 401k, Financial Services, Wealth Management, Securities, Sales, Financial Analysis, Asset Allocation

Education
University of Florida - Warrington College Of Business   2010 — 2011
MBA

University of Central Florida - College of Business Administration   2001 — 2005
BSBA, Management

Yogesh Reddy Yogesh Reddy Greater New York City Area Details
Yogesh Reddy's Merrill Lynch Experience July 2008 - April 2009
Job Project Manager / Report Developer at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch - Bank of America - MERRILL EDGE   April 2009 - September 2014
z. 3 technilogies inc   June 2003 - September 2014
Merrill Lynch   July 2008 - April 2009
Merrill Lynch   May 2008 - June 2008
Merrill Lynch   February 2008 - May 2008
Merrill Lynch   May 2007 - January 2008
Merrill Lynch   October 2006 - April 2007
Merrill Lynch   June 2006 - September 2006
TRUMBULL  October 2005 - May 2006
additional job exp   1997 - 2003

Education
University of Central Oklahoma
Computer Science

Greg Achten Greg Achten Boston, Massachusetts Details
Greg Achten's Merrill Lynch Experience April 2014 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 2014 - Present
Merrill Lynch   October 2012 - April 2014
Merrill Lynch   February 2008 - October 2012
Merrill Lynch   July 2006 - February 2008
Merrill Lynch   January 2005 - July 2006
Merrill Lynch   January 2001 - January 2005
Merrill Lynch   October 1991 - January 2001
Merrill Lynch   January 1990 - October 1991
Merrill Lynch   June 1987 - January 1990

Skills
Equities, Investment Banking, Investments, Capital Markets, Fixed Income, Hedge Funds, Portfolio Management, Wealth Management, Series 7, Alternative Investments, Valuation, Sales Management, Team Leadership, Leadership Development, Profit Center Management, Recruiting

Education
Xavier University
Master of Business Administration (MBA), Business, 3.97

University of Cincinnati
Bachelor of Business Administration (BBA), Accounting and Finance

St. Xavier High School
College Preparatory

Ellis Straughn Ellis Straughn Lakeland, Florida Area Details
Ellis Straughn's Merrill Lynch Experience October 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   October 2008 - Present
Wachovia Securities  April 2007 - October 2008

Education
University of Central Florida   2002 — 2005
Liberal Studies, Public Affairs, Hospitality and Tourism Management, Sociology

Stephen Bannon Stephen Bannon Greater New York City Area Details
Stephen Bannon's Merrill Lynch Experience April 2011 - December 2013
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  June 2014 - Present
Macallan Associates   December 2013 - June 2014
Merrill Lynch   April 2011 - December 2013

Education
University of Central Florida   2004 — 2008
Bachelor of Science (B.S.), Business Managemenr

Andrew Folsom, CFA Andrew Folsom, CFA Greater St. Louis Area Details
Andrew Folsom, CFA's Merrill Lynch Experience May 2004 - August 2006
Job Investment Analyst at Wells Fargo Investment Institute
Industry Financial Services
Experience
Wells Fargo Investment Institute   April 2013 - Present
Capital Analysts of Jacksonville, Florida, Inc.   June 2008 - April 2013
UCF Alumni Association  2010 - 2012
WACHOVIA WEALTH MANAGEMENT  August 2006 - May 2008
Merrill Lynch   May 2004 - August 2006

Skills
Portfolio Management, Microsoft Office 2007, Critical Thinking, Group Presentations, Investment Research, Due Diligence

Education
University of Central Florida - College of Business Administration   2000 — 2004
B.S.B.A., Finance/Economics

Diane Barron Diane Barron Cincinnati Area Details
Diane Barron's Merrill Lynch Experience August 2007 - December 2008
Job Financial Services Consultant and Professional
Industry Financial Services
Experience
Merrill Lynch   August 2007 - December 2008
Raymond James & Assoc., Inc.   January 2006 - July 2007
US Bank  May 2003 - July 2006
Fidelity Investments  October 1995 - May 2003
Thriftway Food and Drug/Winn Dixie   February 1973 - October 1995

Education
University of Cincinnati   1978 — 1995
Bachelor of Science, Business Administration

Sanjaya Bandaranayake, CFA Sanjaya Bandaranayake, CFA Indianapolis, Indiana Area Details
Sanjaya Bandaranayake, CFA's Merrill Lynch Experience November 2007 - October 2008
Job FVP Director, Market Risk at Federal Home Loan Bank of Indianapolis
Industry Banking
Experience
Federal Home Loan Bank of Indianapolis  November 2008 - Present
Merrill Lynch   November 2007 - October 2008
Summit Investment Partners  February 2007 - November 2007
Federal Home Loan Bank of Cincinnati  March 2003 - February 2007
University of Cincinnati  September 2001 - March 2003
National Development Bank of Sri Lanka   November 1997 - August 2001
Unilever  December 1995 - November 1997

Skills
Portfolio Management, Financial Modeling, Bloomberg, Fixed Income, Valuation, Credit Risk, Financial Risk, Market Risk, Investments, Credit, ALM, Hedging, Operational Risk, Risk Analysis, Risk Management, Credit Analysis, Loans, Emerging Markets, ABS, Analytics, Banking, Trading, Due Diligence, Financial Analysis, Securities, Mutual Funds

Education
University of Cincinnati   2001 — 2003
MA, Applied Economics, 3.8/4.0

University of Colombo   1997 — 1998
MBA, Finance, Merit Award

University of Moratuwa   1991 — 1995
BSc, Electrical Engineering, Honors Degree

Royal College   1977 — 1989

John W Hall III John W Hall III Orlando, Florida Area Details
John W Hall III's Merrill Lynch Experience August 2006 - August 2008
Job Investment Advisor, Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  March 2011 - Present
Fifth Third Bank  January 2009 - April 2010
Merrill Lynch   August 2006 - August 2008
Wachovia Bank/Wachovia Securities  July 2003 - July 2006

Skills
Retirement Planning, Investments, Wealth Management, Retirement, Portfolio Management, Series 7, Finance, Strategic Financial..., Financial Services, Estate Planning, Series 6, Insurance, Credit, Financial Advisory, Loans, Financial Planning

Education
University of Central Florida   1996 — 1999
BS, Business

Rusty Caslib Rusty Caslib Jacksonville, Florida Area Details
Rusty Caslib's Merrill Lynch Experience September 2008 - Present
Job Assistant Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch   September 2008 - Present
Sherwin-Williams  August 2002 - February 2008
Bank of America  1995 - 1997

Education
University of Central Florida   2004 — 2005
Masters, Business Administration

University of Central Florida   2001 — 2002
Bachelors, Information Technology

Sarika Seth Gunjal Sarika Seth Gunjal Monroe Township, New Jersey Details
Sarika Seth Gunjal's Merrill Lynch Experience September 2006 - January 2007
Job Sales Associate at New York & Company
Industry Hospital & Health Care
Experience
New York & Company  November 2014 - Present
The Indian Elegance, Inc   September 2007 - October 2014
Merrill Lynch   September 2006 - January 2007
Concorde Medical Group   October 2005 - June 2006
Central FL Inpatient Medicine   July 2004 - May 2005
Advantage Trading   1999 - 2004
Florida Primary Care Center   June 1993 - May 1999
Prudential Securities  1997 - 1997

Skills
Management, Accounts Receivable, Microsoft Office, Analysis, Accounting, Leadership, Finance, Account Reconciliation, Training, Mutual Funds, Insurance, Medical Billing, Bonds, Financial Services, Health Insurance

Education
University of Central Florida - College of Business Administration   1995 — 1999
Bachelor of Science in Business Admin, Finance

Valencia Community College   1993 — 1999
Associates, Business

Reagan Combs Reagan Combs Greater Chicago Area Details
Reagan Combs's Merrill Lynch Experience 2000 - 2005
Job Deloitte & Touche
Industry Capital Markets
Experience
Deloitte  2006 - Present
Merrill Lynch   2000 - 2005

Skills
Internal Controls, Capital Markets, Valuation, Credit Risk, Enterprise Risk..., Basel II, Portfolio Management, Governance, Financial Services, Financial Analysis, Equities, Management, Risk Management, Financial Risk, Management Consulting, Business Analysis, Market Risk, Investment Banking, Business Process..., Due Diligence, Corporate Finance, Financial Modeling, Internal Audit, Finance, Banking, Financial Reporting, Asset Management, Mergers & Acquisitions

Education
University of North Florida - College of Business Administration   1999 — 2001
MBA

University of Central Florida   1995 — 1999

Shannon Doyle Shannon Doyle Jacksonville, Florida Area Details
Shannon Doyle's Merrill Lynch Experience July 2007 - June 2010
Job Interface Operations at Bank of America Merrill Lynch
Industry Financial Services
Experience
NorthgateArinso  July 2014 - Present
Bank of America Merrill Lynch  July 2007 - July 2014
Merrill Lynch   July 2007 - June 2010
EverBank  May 2006 - July 2007
Fidelity National Financial  September 2003 - May 2006
CitiStreet  November 2000 - September 2003
KING COMPANIES   August 2000 - November 2000
Orlando Regional Medical Center  April 2000 - June 2000
LandSafe Title  March 1999 - August 1999

Skills
Employee Benefits, Pensions, Payroll, Accounting, Auditing, Management, Financial Services, Program Management, System Administration, Internal Audit, Retirement

Education
University of Central Florida - College of Business Administration   1998 — 2000
Bachelor's degree, Management Information Systems, General

Carrie Goertz Carrie Goertz Oklahoma City, Oklahoma Area Details
Carrie Goertz's Merrill Lynch Experience November 2008 - August 2009
Job Technical Writer/Office Manager at Memorial Institute for the Prevention of Terrorism
Industry Nonprofit Organization Management
Experience
Memorial Institute for the Prevention of Terrorism   August 2009 - Present
Merrill Lynch   November 2008 - August 2009
Memorial Institute for the Prevention of Terrorism   January 2008 - November 2008
WR Hess/FACTOR   May 2006 - January 2008

Skills
Editing, Writing, Client Liaison, Client Relations Skills, Executive Support, Communication, Office Administration, Office Management, Telephone Skills, Customer Support, Audience Analysis, Research, Coordination, Training, Creative Writing, Proposal Writing

Education
University of Central Oklahoma   2001 — 2006
Bachelor of Arts in English

Todd Bryant, CLU®, ChFC® Todd Bryant, CLU®, ChFC® Orlando, Florida Area Details
Todd Bryant, CLU®, ChFC®'s Merrill Lynch Experience June 2005 - August 2005
Job Partner/Financial Advisor at Signature Wealth Advisors, LLC
Industry Financial Services
Experience
Signature Wealth Advisors, LLC   September 2014 - Present
Northwestern Mutual  2007 - September 2014
Entermedia Corporation  August 2007 - December 2007
Orlando Predators Arena Football League   January 2007 - July 2007
Enterprise Rent-A-Car  September 2006 - December 2006
Merrill Lynch   June 2005 - August 2005

Skills
Public Speaking, Management, Leadership, Customer Service, Marketing, Strategic Planning, Social Networking, Social Media, Team Building, Social Media Marketing, Sales, Marketing Strategy, Time Management, Microsoft Excel, Event Planning, Finance, Investments, Microsoft Office, Fundraising, PowerPoint, Public Relations, Retirement Planning, Portfolio Management, Sales Management, Budgets, Insurance, Small Business, Financial Services, Entrepreneurship, Financial Analysis, Recruiting, New Business Development

Education
University of Central Florida - College of Business Administration   2003 — 2007
Marketing, Business

Mike Pilla Mike Pilla Jacksonville, Florida Details
Mike Pilla's Merrill Lynch Experience 2013 - Present
Job Project Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2013 - Present
Merrill Lynch   2011 - 2013
Merrill Lynch   2010 - 2011
Bank of America  2007 - 2010

Education
University of Central Florida   1997 — 2002
Bachelor of Arts (B.A.), Economics, Political Science

Bobby Hinkle Bobby Hinkle Oklahoma City, Oklahoma Area Details
Bobby Hinkle's Merrill Lynch Experience March 2010 - February 2012
Job Owner at Main Street Advisors
Industry Financial Services
Experience
Main Street Advisors   February 2012 - Present
Merrill Lynch   March 2010 - February 2012

Skills
Retirement Planning, Wealth Management, Investments, Insurance, Life Insurance, 401k, Financial Analysis, Retirement, Fixed Annuities, Estate Planning, Series 7, Strategic Financial..., Disability Insurance, Long-term Care, IRAs

Education
University of Central Oklahoma   1998 — 2002

dennis loftus dennis loftus Cincinnati Area Details
dennis loftus's Merrill Lynch Experience February 2003 - January 2006
Job Business Development Manager at ST Media
Industry Marketing and Advertising
Experience
ST Media   March 2006 - Present
Gannett  January 2006 - March 2007
Merrill Lynch   February 2003 - January 2006

Education
University of Cincinnati   1985 — 1990
Bachelors, Business

Angie Villandre, CFP® Angie Villandre, CFP® Phoenix, Arizona Area Details
Angie Villandre, CFP®'s Merrill Lynch Experience 1991 - 1993
Job Senior Wealth Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard  September 2014 - Present
USAA  July 2008 - August 2014
ING  August 2007 - June 2008
OneAmerica  September 2002 - July 2007
JMC Financial   1992 - 1994
Merrill Lynch   1991 - 1993

Education
Central Missouri State University   1984 — 1988

Tom Brinkley Tom Brinkley Dallas/Fort Worth Area Details
Tom Brinkley's Merrill Lynch Experience April 1994 - July 1996
Job Business Development Manager at Riviera Finance
Industry Financial Services
Experience
Riviera Finance  September 2010 - Present
Rotary International  August 2003 - Present
The Finance Forum   January 2012 - Present
Capital Insurance Advisors   August 1996 - August 2010
YMCA  2004 - 2010
Merrill Lynch   April 1994 - July 1996
US Army  1990 - 1993

Skills
Financial Analysis, Finance, Strategic Planning, New Business Development, Small Business, Mergers, Leadership

Education
University of Central Florida - College of Business Administration   1994 — 1996
Bachelor of Science

Leadership Orlando - Class 72

Leadership Seminole - Class 17

David Resnick David Resnick Greater New York City Area Details
David Resnick's Merrill Lynch Experience August 1985 - February 1990
Job President at Third Avenue Management
Industry Financial Services
Experience
Third Avenue Management  August 2012 - Present
Rothschild Inc.  February 2000 - August 2012
Peter J. Solomon Company  March 1996 - February 2000
Lazard  February 1990 - March 1996
Merrill Lynch   August 1985 - February 1990

Skills
Mergers, Investment Banking, Private Equity, Fundraising, Capital Markets, Valuation, Corporate Finance, Financial Analysis, Private Placements, Equities, Financial Modeling, Financial Structuring

Education
University of Chicago Booth School of Business   1981 — 1985
MBA

University of Chicago Law School   1981 — 1985
JD

Wesleyan University   1977 — 1981
Bachelor of Arts (B.A.), European History

Elizabeth English Elizabeth English Greater New York City Area Details
Elizabeth English's Merrill Lynch Experience July 2008 - June 2010
Job Senior Software Developer at IKINDI Inc.
Industry Computer Software
Experience
iKindi Inc.   April 2013 - Present
Goldman Sachs  January 2011 - June 2011
Merrill Lynch   July 2008 - June 2010
Bear Stearns  January 2005 - January 2008
Merrill Lynch   November 2002 - May 2004
Deustche Bank  April 2002 - July 2002
Credit Suisse First Boston  February 1999 - September 2001
Bear Stearns  February 1997 - February 1999
Lehman Brothers  May 1994 - February 1997
Hughes Aircraft Company  December 1988 - April 1994

Skills
Fixed Income, Derivatives, FX trading, FX Options, Credit Derivatives, Market Data, Interest Rate..., Trading Systems, MBS, Equities, Portfolio Management, Equity Derivatives, Electronic Trading, Prime Brokerage, Foreign Exchange

Education
New York University - Leonard N. Stern School of Business   1996 — 2000
M.B.A., Finance, International Business

University of Colorado Denver   1990 — 1993
M.S., Computer Science

University of Central Florida   1984 — 1988
BS, Computer Engineering

Mohan Ganapathy Mohan Ganapathy Portage, Michigan Details
Mohan Ganapathy's Merrill Lynch Experience 2005 - June 2008
Job Complex Administration Manager, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2008 - Present
Merrill Lynch   2005 - June 2008
Merrill Lynch   2003 - 2005

Education
University of Cincinnati   1981 — 1983

Kimberly Clonan Kimberly Clonan Phoenix, Arizona Area Details
Kimberly Clonan's Merrill Lynch Experience February 2010 - August 2011
Job Segment Manager, Director at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  September 2014 - Present
Merrill Edge  August 2013 - September 2014
Merrill Edge  June 2012 - July 2013
Merrill Edge  August 2011 - June 2012
Merrill Lynch   February 2010 - August 2011
Merrill Lynch   October 2008 - February 2010
Orlando Volleyball Academy  December 2006 - May 2008

Skills
Series 7, Series 66, Series 24, Series 9/10, Equities, Mutual Funds, Securities, Wealth Management, Investments, Uniform Combined State..., FINRA, 401k

Education
University of Central Florida - College of Business Administration   2004 — 2008
Bachelor of Science (B.S.), Finance, Economics

Jack Araman Jack Araman Jacksonville, Florida Area Details
Jack Araman's Merrill Lynch Experience 1992 - 2006
Job Director: Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  July 2012 - Present
Fidelity Investments  July 2011 - June 2012
Fidelity Investments  September 2006 - August 2011
Merrill Lynch   1992 - 2006
Merrill Lynch   March 1995 - May 1997

Education
University of Central Florida   1988 — 1992
Bachlor of Science in Business Administration, Finance

Debra Morales Debra Morales Jacksonville, Florida Area Details
Debra Morales's Merrill Lynch Experience October 2006 - January 2009
Job Project Manager Divestitures
Industry Financial Services
Experience
Bank of America  October 2011 - Present
Bank of America  October 2010 - September 2011
Bank of America  April 2010 - April 2011
Bank of America  January 2009 - April 2010
Merrill Lynch   October 2006 - January 2009
Merrill Lynch   1998 - 2006

Skills
Change Management, Strategy, Six Sigma, Project Management, Financial Services, PMO, Leadership, Investments, Alternative Investments, Mutual Funds, Risk Management, Banking

Education
University of Central Florida - College of Business Administration   1988 — 1992
Bachelor of Science, Accounting

Mark Abboushi Mark Abboushi Greater New York City Area Details
Mark Abboushi's Merrill Lynch Experience July 2008 - October 2009
Job Consumer and Market Insights Professional
Industry Financial Services
Experience
Nielsen  October 2009 - December 2014
Merrill Lynch   July 2008 - October 2009
Knowledge Networks (now part of GfK)   April 2005 - July 2008
American Express  January 2001 - March 2005
Pfizer  June 1999 - August 2000
McKinsey & Company  October 1996 - May 1999
Market Strategies, Inc.   March 1994 - October 1996
National Analysts, Inc./NAXION   August 1992 - February 1994

Skills
Segmentation, Market Research, Consumer Behaviour, Quantitative Research, Cross-functional Team..., Questionnaire Design, Business Insights, Primary Research, Customer Insight, Brand Architecture, Qualitative Research, Competitive Analysis, Advertising Research, Focus Groups, Marketing Analytics, Data Analysis

Education
University of Michigan   1989 — 1992
PhD, Social Psychology

University of Michigan   1987 — 1989
M.A., Social Psychology

University of Cincinnati   1985 — 1987
M.A., Psychology

University of Cincinnati   1981 — 1985
B.A., Psychology

Carmen North Carmen North Jacksonville, Florida Area Details
Carmen North's Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2011 - Present
Morgan Stanley Smith Barney  2008 - 2011
Spectrus Real Estate Group   March 2008 - July 2008
Lifestyles Realtors, LLC   May 2004 - March 2008

Education
University of Central Florida - College of Business Administration   1999 — 2002
BS, Business, MIS, Health Science

Arthur W. Jorgensen III Arthur W. Jorgensen III Madison, Wisconsin Area Details
Arthur W. Jorgensen III's Merrill Lynch Experience October 2011 - January 2014
Job Attorney at Law
Industry Law Practice
Experience
Attorney at Law  January 2014 - Present
Merrill Lynch   October 2011 - January 2014
Foley & Lardner LLP  September 1990 - October 2011

Education
University of Chicago Law School   1987 — 1990
Doctor of Law (JD)

University of Wisconsin-Madison   1983 — 1987
Bachelor of Science (B.S.), Economics and Political Science

Kathy Gabbert-Arizpe Kathy Gabbert-Arizpe Fort Pierce, Florida Area Details
Kathy Gabbert-Arizpe's Merrill Lynch Experience February 2000 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2000 - Present
Gradison McDonald Investments   September 1994 - April 1999

Education
University of Cincinnati
Business

Ryan Roy Ryan Roy Tampa/St. Petersburg, Florida Area Details
Ryan Roy's Merrill Lynch Experience September 2012 - May 2014
Job Assistant Vice President Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge  May 2014 - Present
Merrill Lynch   September 2012 - May 2014
Pershing  July 2010 - July 2012
Ryder System, Inc.   February 2010 - May 2010
AXA Equitable  May 2009 - August 2009

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Event Planning, Research, Teamwork, Time Management, Public Speaking, Social Media, Access, Office Management, English, Event Management, Series 7, Sales

Education
University of Central Florida - College of Business Administration   2006 — 2010
BS, Business Administration and Management, General

Carl Tack Carl Tack Williamsburg, Virginia Details
Carl Tack's Merrill Lynch Experience 1991 - 1996
Job Professor of Finance at College of William and Mary
Industry Investment Banking
Experience
Tredegar Corporation  February 2014 - Present
College of William and Mary  January 2014 - Present
London Business School  January 2010 - October 2012
Delta Partners Group   January 2011 - May 2012
Deutsche Bank  1996 - 2009
Merrill Lynch   1991 - 1996
Salomon Brothers  1984 - 1990

Skills
Investment Banking, Banking, Corporate Finance, Finance, Management, Emerging Markets, Private Equity, Telecommunications, Business Transformation

Education
University of Chicago Law School   1978 — 1981
JD, Law

College of William and Mary   1974 — 1978
BA (High Honors), Economics

Priyanko Paul Priyanko Paul Greater Chicago Area Details
Priyanko Paul's Merrill Lynch Experience June 2006 - August 2006
Job Associate at Rusin & Maciorowski
Industry Law Practice
Experience
Rusin & Maciorowski  July 2015 - Present
Equip for Equality  October 2014 - July 2015
Institute for Justice Clinic on Entrepreneurship  2012 - 2013
Equip for Equality  June 2012 - September 2012
Teach For America  May 2009 - May 2011
University of Chicago  September 2005 - June 2009
American India Foundation  May 2007 - August 2007
Merrill Lynch   June 2006 - August 2006

Skills
Microsoft Office, Editing, Research, Public Speaking, Microsoft Excel, PowerPoint, Customer Service, Teaching, HTML, Non-profits, Creative Writing, Legal Research, Social Media Marketing, Legal Writing, Fundraising, Nonprofits

Education
University of Chicago Law School   2011 — 2014
Doctor of Law (JD)

University of Chicago   2005 — 2009
BA, Political Science and Government, Honors

Carlen Kline Carlen Kline Cincinnati Area Details
Carlen Kline's Merrill Lynch Experience October 1999 - August 2003
Job Vice President, Senior Private Banker at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  August 2003 - Present
Merrill Lynch   October 1999 - August 2003

Skills
Estate Planning, Trust Services, Strategic Financial..., Series 63, High Net Worth..., Investment Strategies, Mortgage Lending, Alternative Investments, Securities, Wealth, Portfolio Management

Education
University of Cincinnati College of Business   1997 — 1999
Bachelors, Business

Shane Fancy Shane Fancy Honolulu, Hawaii Details
Shane Fancy's Merrill Lynch Experience July 2014 - November 2014
Job IT Support Specialist at Watts Constructors
Industry Information Technology and Services
Experience
Watts Constructors  November 2014 - Present
Merrill Lynch   July 2014 - November 2014
Merrill Lynch   April 2013 - June 2014
Merrill Lynch   October 2012 - April 2013
Fancy Systems LLC   January 2009 - May 2012
Publix  November 2008 - June 2009

Skills
Networking, Windows, Network Administration, TCP/IP, VPN, Troubleshooting, Computer Hardware, Microsoft Office, Cisco Technologies, Windows 7, DNS, Routers, SharePoint, Help Desk Support, Citrix, Printers, Operating Systems, Windows XP, Technical Support, Customer Service, Java, Business Analysis, SQL

Education
University of Central Florida   2006 — 2010
Bachelor of Science (B.S.), Information Technology

Valencia College   2006 — 2008
Associate of Arts (AA), Business Administration and Management, General

Luke Ulrich Luke Ulrich Cape Girardeau, Missouri Details
Luke Ulrich's Merrill Lynch Experience May 2012 - February 2014
Job Financial Advisor at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp.  February 2014 - Present
Merrill Lynch   May 2012 - February 2014
JPMorgan Chase  February 2011 - April 2012

Skills
Wealth Management, Retirement Planning, Trust & Estate Planning, Tax-Reduction Stratagies, Multi-generational..., Stock Trading, Fixed Income Strategies, Financial Analysis, Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Team Leadership

Education
Central Missouri State University   2008 — 2010
Bachelor of Science (BS), Finance

Lees Summit High School   1998 — 2002
High School

Anthony Moraca Anthony Moraca Cincinnati, Ohio Details
Anthony Moraca's Merrill Lynch Experience April 2010 - March 2011
Job Manager of Business Intelligence at Trivantis
Industry Computer Software
Experience
Trivantis  April 2014 - Present
Trivantis  March 2013 - March 2014
Trivantis  May 2012 - February 2013
Bartlett   April 2011 - September 2011
Merrill Lynch   April 2010 - March 2011
Johnson Student Investment Fund, University   March 2009 - March 2010

Skills
Portfolio Management, Investments, Analysis, Result Oriented, Product Management, Management, Equities, Training, Marketing Strategy, Strategy, Business Analysis, Leadership, Business Strategy, Competitive Analysis, Finance, Salesforce.com, Sales

Education
University of Cincinnati College of Business   2008 — 2012
Finance, Investments, Corporate Finance

University of Cincinnati

James McGarrigle James McGarrigle Saint Augustine, Florida Details
James McGarrigle's Merrill Lynch Experience October 2013 - March 2014
Job Genesys Design Engineer at ADP
Industry Information Technology and Services
Experience
ADP  April 2014 - Present
Merrill Lynch   October 2013 - March 2014
Nationwide Insurance  September 2011 - October 2013
Merrill Lynch   February 2006 - September 2011

Skills
Avaya, Genesys, Contact Centers

Education
University of Central Florida
Bachelor's degree, Business Administration and Management, General, 3.9

Eddie Humenik Eddie Humenik Tampa/St. Petersburg, Florida Area Details
Eddie Humenik's Merrill Lynch Experience May 2012 - June 2012
Job Account Manager & Sr. Technical Recruiter at Intellect Technical Solutions
Industry Information Technology and Services
Experience
Intellect Technical Solutions  May 2013 - Present
4 Corner Resources  June 2012 - May 2013
Merrill Lynch   May 2012 - June 2012
Lost Tree Country Club   September 2010 - December 2010

Skills
Recruiting, Social Networking, Information Technology, Strategic Leadership, Talent Acquisition, Contract Recruitment, New Business Development, Staffing Services, Technical Recruiting, Executive Search, Interviews, SDLC, Human Resources, Networking, Internet Recruiting, Training, VB.NET, Temporary Placement, .NET, Staff Augmentation, Business Intelligence, Benefits Negotiation, College Recruiting, Applicant Tracking..., Business Analysis, IT Recruitment, Screening, Screening Resumes, Sourcing, Temporary Staffing, Resume Writing, Cold Calling, Permanent Placement, Onboarding

Education
University of Central Florida   2007 — 2012
Bachelor of Science (B.S.), Finance, General

Katherine Gust Katherine Gust Milton, Florida Details
Katherine Gust's Merrill Lynch Experience January 2005 - April 2005
Job Mortgage Production Supervisor at Navy Federal Credit Union
Industry Banking
Experience
Navy Federal Credit Union  October 2011 - Present
Wells Fargo  March 2006 - December 2009
Merrill Lynch   January 2005 - April 2005

Skills
Microsoft Office, Lotus Notes, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Citrix, Credit Analysis, Internal Audit, Compliance, Organization, Goal Oriented, Sales, Commercial Real Estate, Commercial Lending, Mortgage Lending, Refinance, Cultural Awareness, Award, Training

Education
University of Phoenix   2010 — 2012
Master of Business Administration (M.B.A.)

University of Central Florida   2002 — 2005
Bachelor of Science (BS), Finance, General

Kenneth Middaugh Kenneth Middaugh Brecksville, Ohio Details
Kenneth Middaugh's Merrill Lynch Experience December 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2011 - Present

Skills
Personal Financial..., CPA, MBA

Education
Case Western Reserve University - Weatherhead School of Management   1992 — 1994
Master of Business Administration (MBA), Finance

University of Cincinnati
Bachelor of Business Administration (BBA), Accounting

Susana Niedermann Susana Niedermann Mason, Ohio Details
Susana Niedermann's Merrill Lynch Experience April 1980 - January 1992
Job Product Planning Manager at Luxottica Retail
Industry Apparel & Fashion
Experience
Luxottica Retail  March 2008 - Present
Chiquita  February 1992 - August 1998
Merrill Lynch   April 1980 - January 1992

Education
Xavier University   1996 — 1998
Master of Business Administration (MBA), International Business

University of Cincinnati   1989 — 1994
Bachelor's degree, Accounting

Emilee Barnard Emilee Barnard Jacksonville, Florida Details
Emilee Barnard's Merrill Lynch Experience July 2003 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2003 - Present

Skills
Financial Services, Finance, Series 7, Agile Methodologies, Scrum, Six Sigma, Python, Corporate Actions, Dividends, Business Process..., Data Analysis

Education
University of North Florida   2006 — 2008
Master of Business Administration (MBA)

University of Central Florida   1997 — 2001
Bachelor of Science (BS), Finance, General

James Scheel James Scheel Mount Dora, Florida Details
James Scheel's Merrill Lynch Experience January 2012 - April 2013
Job Account Executive at Xcel Media Group
Industry Marketing and Advertising
Experience
Xcel Media Group   May 2013 - Present
Merrill Lynch   January 2012 - April 2013
Aquiline Group   April 2010 - January 2012

Education
University of Central Florida   2002 — 2008
Bachelor of Science (BS), Legal Studies, General

Similar Companies